Braham Mehta, CFA

Co-Founder & CEO @ River One

[Braham Mehta, CFA @BrahamMehta]

@carlosdomingo @RiverOneHQ Better together. Incredible opportunity ahead of us and we’re just getting started.

[AayushCodes @AayushCodes]

Super excited to say that the @RiverOneHQ team, including yours truly, is joining @Securitize

We’ve spent the past year building the rails for stablecoin liquidity in ABF markets and making credit move faster.

Grateful for this team. Lots more to build 🫡

[Braham Mehta, CFA @BrahamMehta]

@AayushCodes @RiverOneHQ @Securitize @AayushCodes the GOAT! We wouldn’t be here without you!

[The Block @TheBlockCo]

THE BLOCK: Securitize has agreed to acquire River One, an institutional asset-backed financing platform that connects stablecoin capital with traditional lending markets. Financial terms were not disclosed.

The acquisition will add asset-backed lending and warehouse financing capabilities to Securitize's tokenization platform. The deal is expected to close by the end of this year.

[Carlos Domingo @carlosdomingo]

We also announced our first acquisition since going public, @RiverOneHQ taking Securitize into tokenized asset-backed finance for the stablecoin economy, a $6T asset class that is barely onchain today. We welcome @BrahamMehta @0xSimon @MisterYaasmang and the rest of the River One team to our company, very excited that you are joining us! Check them out here https://t.co/L3COM5KyYP

[Braham Mehta, CFA @BrahamMehta]

@sonyasunkim @parkeraedwards 😂

[Braham Mehta, CFA @BrahamMehta]

AT1 bonds being wiped out reminds me of the classic Pirates Dilemma - SNB got equity holders to approve a deal while top of the waterfall loses 17B. https://t.co/n13IRbsoBk #CS #at1 #CoCos

[Braham Mehta, CFA @BrahamMehta]

@BillAckman DIF in Massachusetts (although not perfect) could serve as an interesting model to insure deposits down to the last $0.01

[Alex Brogan @alexbrogan]

10 mental models that will make you smarter:

[Braham Mehta, CFA @BrahamMehta]

@JohnEDeaton1 @cz_binance The market could use a stress test of a centralized institution after the plethora of collapses..

[Braham Mehta, CFA @BrahamMehta]

Heard an interesting tidbit that Private Credit has been having a harder time raising from LPs

Relative overperformance has LPs overallocated

I'm sure we'll continue to see the increase in cost of capital as Funds become more picky

[Braham Mehta, CFA @BrahamMehta]

@business How likely is it that Binance withdrawals occurred through an information leak in the SBF investigation?

I'm sure CZ wasn't as levered- but I'm sure he isn't a saint either..

[Braham Mehta, CFA @BrahamMehta]

@Cryptoking Bet you wouldn't lend to them at 4%

[Braham Mehta, CFA @BrahamMehta]

@WallStreetSilv It may finally give those who were late a buying opportunity. But how long will it take it get to it's historic highs?

[Braham Mehta, CFA @BrahamMehta]

@duonine We'll see if they truly have 1-1 deposits. I'm sure they weren't as levered as FTX but they were already being investigated and withdrawals starting the day charges were filed on SBF seems conspicuous...

[Braham Mehta, CFA @BrahamMehta]

Even if Assets = Liabilities there’s a reason illiquidity premium exists. Curious how Celsius tiered their liabilities and what will be left when the dust settles.

[Jack Niewold 🫡 @JackNiewold]

THE CELSIUS BLOWUP, EXPLAINED.

Huge sectors of crypto are imploding, and crypto unicorns might be coming down with it.

Luna was first, but now $10b giant Celsius is facing insolvency and even bankruptcy.

Let's dive in: